We're here to help you build more than just wealth.

Wealth management and financial planning may seem complicated, but we're here to help. Meet the team that you can call on to build long-term relationships, offer peace of mind, and deliver sound wealth management services. 

Julie A. Rodkey
Julie A. Rodkey currently serves as Vice President and Senior Trust Officer for NNB Trust & Investments. She has been employed with The Northumberland National Bank for more than 23 years, and has spent the last 11 with NNB Trust & Investments. 
Jared Roush
Jared L. Roush is Vice President and Trust Officer of NNB Trust & Investments. He has been with The Northumberland National Bank for almost 20 years, and has been with Wealth Management services for the last eight years. In 2019, Jared earned his CTFA (Certified Trust and Fiduciary Advisor) certification from the American Bankers Association.
Ann Conrad
Ann M. Conrad currently serves as Vice President and Trust Tax and Compliance Officer for NNB Trust & Investments. Ann has worked in the Wealth Management and Trust Services industry for more than 40 years, and has been in her current position with NNB for seven years. 
Jen Keim
Jennifer L. Keim is the Assistant Vice President and Trust Operations Manager. Jen has worked at NNB since 2003 and has been with NNB Trust & Investments since 2005. She also has five years of experience in banking.
Bonnie Lowe

Bonnie L. Lowe is a Trust Operations Assistant for NNB Trust & Investments. Bonnie has worked in the banking industry for over 30 years and has been in her current role with NNB for 10 years.

Chantal Klosner
Chantal L. Klosner serves as a Trust Operations Assistant for NNB Trust & Investments. Chantal has worked in the wealth management and trust services industry for over 12 years, and has been in her current position with NNB for six years. 
Jim Shafer
James A. Shaffer, CTFA, is Vice President and Investment Manager for NNB Trust & Investments and Program Manager for Northumberland Financial Strategies. He graduated from Penn State University and has spent the last 24 years working with individuals and businesses to craft investment plans related to retirement, education savings, and generational wealth transfer.
Norry Bank
Mark A. Ritter, CTFA, serves as Executive Vice President and Chief Administrative Officer. Mark received his undergraduate degree in Economics from George Washington University, and he holds several distinguished certificates from the ABA Trust School and the National Graduate Trust School. Mark has also earned the “Certified Trust and Fiduciary Advisor” certification from the American Bankers Association and has been in the financial services industry for nearly 40 years.

*NNB Wealth Management is not FDIC Insured. The FDIC does not insure money invested in stocks, bonds, mutual funds, life insurance policies, annuities or municipal securities, even if these investments are purchased at an insured bank. Not insured by any Federal Government Agency. No Financial Institution Guarantee. Subject to Risk. May Lose Value. Not a Deposit.

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